Belpointe PREP
46 hedge funds and large institutions have $71.7M invested in Belpointe PREP in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 9 closing their positions.
1.44% more ownership
Funds ownership: 34.11% → 35.55% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 48 → 46 (-2)
15% less capital invested
Capital invested by funds: $84.1M → $71.7M (-$12.4M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.97M |
| 2 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$1.14M |
| 3 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$846K |
| 4 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$419K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$559K |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$401K |
| 3 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$327K |
| 4 |
WA
Wealth Alliance
Mellville,
New York
|
-$287K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$280K |
OZ Hedge Fund Activity: Q1 2026 in Review
46 of the 8,198 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q1 2026, worth a combined $71.7M — down 15% from $84.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of OZ and 7 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was Osaic Holdings, adding an estimated $1.97M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $559K sold.
- 46 institutional investors held Belpointe PREP (OZ) as of Q1 2026, down from 48 in Q4 2025.
- Funds reported $71.7M of Belpointe PREP stock for Q1 2026, down 15% quarter-over-quarter.
- 7 funds opened new Belpointe PREP positions in Q1 2026 and 9 closed out, a net change of -2 holders.
- The largest Belpointe PREP buyer in Q1 2026 was Osaic Holdings, an estimated $1.97M added.
- The largest Belpointe PREP seller in Q1 2026 was Renaissance Technologies, an estimated $559K sold.
Based on aggregated 13F filings for Q1 2026.